Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,029,105
+$670,744 QoQ
Shares Held
4,882
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,397
of 3,349 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026GLOBALT Investments LLC / GA holds $3,175,434 across 2 Healthcare Plans names. UNH ranks #1 (63.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
4,882 | $2,029,105 | |
| 2 | CVS |
CVS HEALTH Corp
|
11,081 | $1,146,329 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,029,105 | 4,882 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,358,361 | 5,020 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,716,572 | 5,200 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,800,739 | 5,215 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,622,867 | 5,202 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $9,771,603 | 18,657 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,506,626 | 18,793 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,544,126 | 12,903 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,098,337 | 6,084 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,121,557 | 6,310 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,606,612 | 8,750 | Shares | Sole | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||